Who owns WISDOMTREE TR?
- Ticker: GDE
- CUSIP Number: 97717y568
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr stock
Who bought or sold WISDOMTREE TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mainstay Capital Management | 3.4M | $160M | 100% | Jun 2025 |
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| Alpine Bank Wealth Management | 779k | $45M | 17% | Sep 2025 |
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| Colony | 218k | $13M | 100% | Sep 2025 |
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| Churchill Management Corp. | 218k | $10M | 100% | Jun 2025 |
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| LPL Financial | 186k | $11M | 110% | Sep 2025 |
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| CWM | 162k | $9.3M | 100% | Sep 2025 |
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| Wealthcare Advisory Partners | 155k | $8.9M | -6% | Sep 2025 |
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| Stapp Wealth Management, P | 138k | $7.9M | 1% | Sep 2025 |
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| Magnolia Private Wealth | 115k | $5.7M | 27% | Sep 2025 |
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| McGrath & Associates | 111k | $6.4M | 9% | Sep 2025 |
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| Howard Bailey Securities | 66k | $3.8M | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 63k | $3.6M | 1068% | Sep 2025 |
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| PFG Financial Advisors | 63k | $3.6M | 100% | Sep 2025 |
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| Ameriprise Financial | 54k | $3.1M | 100% | Sep 2025 |
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| Great Valley Advisor Group | 53k | $3.0M | 100% | Sep 2025 |
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| Advisor Group Holdings | 52k | $3.0M | 1545% | Sep 2025 |
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| Optima Capital | 46k | $2.7M | 100% | Sep 2025 |
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| Fermata Advisors | 34k | $2.0M | 0% | Sep 2025 |
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| SFG Wealth Management | 34k | $2.0M | 100% | Sep 2025 |
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| Atria Investments | 25k | $1.4M | 65% | Sep 2025 |
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| Elequin Capital | 24k | $1.4M | 100% | Sep 2025 |
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| Spinnaker Investment Group | 22k | $1.3M | 100% | Sep 2025 |
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| LWM Advisory Services | 20k | $1.2M | 100% | Sep 2025 |
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| Worth Asset Management | 19k | $1.1M | -4% | Sep 2025 |
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| Citadel Advisors | 17k | $987k | 100% | Sep 2025 |
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| Envestnet Asset Management | 16k | $913k | 1% | Sep 2025 |
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| M Wealth Management | 15k | $853k | 0% | Sep 2025 |
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| Triton Wealth Management, P | 15k | $856k | 100% | Sep 2025 |
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| Royal Bank of Canada | 14k | $785k | -16% | Sep 2025 |
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| Aspire Capital Advisors | 13k | $752k | 100% | Sep 2025 |
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| Belvedere Trading | 13k | $741k | 100% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 13k | $728k | 3% | Sep 2025 |
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| Elm3 Financial Group | 11k | $637k | 2% | Sep 2025 |
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| Redhawk Wealth Advisors | 8.2k | $472k | 100% | Sep 2025 |
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| Raymond James Financial | 8.2k | $469k | 100% | Sep 2025 |
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| Hrt Financial | 7.5k | $428k | 100% | Sep 2025 |
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| Efficient Wealth Management | 7.1k | $408k | 122% | Sep 2025 |
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| Optivise Advisory Services | 6.3k | $359k | 100% | Sep 2025 |
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| Jane Street | 5.5k | $315k | -84% | Sep 2025 |
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| Team Financial Group | 5.2k | $298k | 100% | Sep 2025 |
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| Kingsview Wealth Management | 4.9k | $281k | 100% | Sep 2025 |
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| Prospera Financial Services | 4.4k | $252k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 4.3k | $254k | 100% | Sep 2025 |
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| Goss Wealth Management | 4.1k | $235k | 1026% | Sep 2025 |
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| Jpmorgan Chase & Co | 3.9k | $221k | 100% | Sep 2025 |
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| Kelman-Lazarov | 3.5k | $201k | 100% | Sep 2025 |
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| Geneos Wealth Management | 3.3k | $189k | 100% | Sep 2025 |
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| AE Wealth Management | 2.0k | $112k | 100% | Sep 2025 |
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| IFP Advisors | 211.00 | $12k | 100% | Sep 2025 |
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| Us Bancorp | 125.00 | $7.2k | 100% | Sep 2025 |
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| UBS Group | 39.00 | $2.2k | 100% | Sep 2025 |
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| William Blair $ Company | 10.00 | $574.000000 | 0% | Sep 2025 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Commonwealth Equity Services | Jun 2025 | 75k | $3.5M |
| Susquehanna International | Jun 2025 | 51k | $2.4M |
| Oregon Pacific Wealth Management | Jun 2025 | 23k | $1.1M |
| Simplex Trading | Jun 2025 | 91.00 | $4.0k |